We provide our clients with 'time-saving business solutions'

Self Managed Superannuation Funds

Providing SMSF support in establishing, managing, reporting, compliance and taxation that maximizes your retirement savings potential

We provide and co-ordinate a range of Self Managed Superannuation Fund (SMSF) services to assist with management and ongoing compliance requirements. With our expert guidance and support we can work with you to make the process of managing your own fund a rewarding pursuit, which ultimately results in maximized retirement’s savings for you. We can assist with the following services in relation to your SMSF:

  • Establishment of Self Managed Superannuation Funds
  • Assistance with rollovers from existing superannuation funds
  • Advice on taxation benefits and pension strategies
  • Advice on compliance matters
  • Pension setup and commutation
  • Superannuation Audits and Annual reporting obligations
  • Administration and Management of your fund
  • Borrowing in Superannuation

Contact KDA for ideas on how to maximise the benefits of your retirement savings.